Envestnet Portfolio Solutions, Inc. Purchases in Q1 2025

Envestnet Portfolio Solutions, Inc.

  • $23.7 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
5.63K
New
$63.07 - $73.5 $355K - $414K
5.63K $395K
EWY
Ishares Inc Msci South Korea E

ETFs
7.32K
New
$51.16 - $58.46 $374K - $428K
7.32K $395K
LRN
Stride, Inc.

Consumer Defensive
3.11K
New
$106.34 - $142.28 $331K - $442K
3.11K $393K
DVN
Devon Energy Corp

Energy
10.3K
New
$33.15 - $38.55 $341K - $396K
10.3K $384K
UGI
Ugi Corp

Utilities
9.27K
+ 63.66%
$28.0 - $34.16 $259K - $317K
23.8K $787K
MAT
Mattel Inc

Consumer Cyclical
19.3K
New
$17.73 - $21.94 $342K - $423K
19.3K $374K
CGCP
Capital Group Core Plus Income

ETFs
16.2K
+ 40.6%
$21.94 - $22.64 $354K - $366K
55.9K $1.26M
FDVV
Fidelity High Dividend ETF

ETFs
7.4K
+ 17.45%
$48.86 - $52.28 $362K - $387K
49.8K $2.47M
SSNC
Ss&C Technologies Holdings Inc

Technology
3.29K
+ 37.75%
$74.75 - $89.13 $246K - $294K
12K $1M
GTO
Invesco Actively Managed ETF T

ETFs
4.95K
+ 2.46%
$45.9 - $47.37 $227K - $234K
206K $9.67M
CCL
Carnival Corp

Consumer Cyclical
16.8K
New
$19.08 - $28.49 $320K - $478K
16.8K $327K
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
9.92K
+ 6.45%
$28.11 - $30.42 $279K - $302K
164K $4.79M
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
93.4K
+ 5.64%
$49.85 - $56.22 $4.66M - $5.25M
1.75M $88.7M
COOP
Mr. Cooper Group Inc.

Financial Services
2.68K
New
$91.4 - $119.6 $245K - $320K
2.68K $320K
LPX
Louisiana Pacific Corp

Industrials
3.45K
New
$89.37 - $118.15 $308K - $407K
3.45K $317K
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
3.42K
+ 72.4%
$92.03 - $93.95 $315K - $322K
8.15K $752K
FXO
First Tr Exchange Traded Fd Fi

ETFs
5.81K
New
$50.93 - $57.24 $296K - $333K
5.81K $308K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
4.33K
+ 2.34%
$48.31 - $49.23 $209K - $213K
190K $9.32M
CWB
Spdr Bloomberg Convertible Sec

ETFs
5.41K
+ 6.24%
$75.99 - $81.58 $411K - $441K
92.1K $7.06M
MOS
Mosaic CO

Basic Materials
868
+ 0.75%
$23.08 - $28.8 $20K - $25K
116K $3.14M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
9.27K
+ 17.95%
$27.64 - $28.58 $256K - $265K
60.9K $1.74M
MWA
Mueller Water Products, Inc.

Industrials
11.3K
New
$21.65 - $28.24 $244K - $319K
11.3K $287K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
12.8K
New
$21.77 - $22.56 $279K - $289K
12.8K $287K
DFAI
Dimensional ETF Tr

ETFs
9.16K
New
$28.88 - $32.4 $264K - $297K
9.16K $285K
AOS
Smith A O Corp

Industrials
4.28K
New
$65.16 - $72.69 $279K - $311K
4.28K $279K
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
12.1K
New
$21.84 - $23.31 $265K - $283K
12.1K $276K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
12.9K
+ 115.96%
$18.36 - $20.51 $236K - $264K
24K $474K
VOOV
Vanguard S&P 500 Value ETF

ETFs
1.48K
+ 18.94%
$179.71 - $192.06 $266K - $284K
9.28K $1.71M
JPIB
Jpmorgan International Bond Op

ETFs
5.58K
New
$46.97 - $48.35 $262K - $270K
5.58K $267K
HSY
Hershey CO

Consumer Defensive
1.39K
+ 8.06%
$144.74 - $186.36 $201K - $259K
18.6K $3.19M
MCO
Moodys Corp

Financial Services
678
+ 10.3%
$437.8 - $527.48 $297K - $358K
7.26K $3.38M
NRG
Nrg Energy, Inc.

Utilities
1.97K
+ 13.68%
$84.82 - $113.33 $167K - $224K
16.4K $1.56M
BOTZ
Global X Fds

ETFs
11.1K
+ 70.68%
$28.46 - $34.53 $317K - $384K
26.9K $764K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
2.2K
+ 1.07%
$44.41 - $45.98 $97.8K - $101K
208K $9.51M
FLCB
Franklin Templeton ETF Tr Libe

ETFs
8.85K
+ 5.23%
$20.83 - $21.52 $184K - $190K
178K $3.83M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
4.93K
+ 30.87%
$49.6 - $50.28 $245K - $248K
20.9K $1.05M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
3.08K
New
$79.96 - $87.71 $246K - $270K
3.08K $252K
SNV
Synovus Financial Corp

Financial Services
5.37K
New
$43.7 - $56.87 $235K - $305K
5.37K $250K
ITA
Ishares Tr

ETFs
1.53K
+ 79.16%
$144.84 - $159.5 $221K - $244K
3.46K $529K
DNOW
Now Inc.

Energy
14.6K
New
$12.83 - $17.59 $187K - $257K
14.6K $249K
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
5.91K
+ 102.69%
$41.74 - $43.57 $247K - $258K
11.7K $491K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
627
+ 0.18%
$27.01 - $28.54 $16.9K - $17.9K
354K $9.9M
BLES
Northern Lts Fd Tr Iv Inspire

ETFs
6.2K
+ 43.91%
$36.86 - $39.26 $228K - $243K
20.3K $766K
G
Genpact LTD

Technology
3.85K
+ 59.16%
$42.88 - $55.54 $165K - $214K
10.4K $521K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
3.83K
New
$62.72 - $71.92 $240K - $276K
3.83K $241K
ADMA
Adma Biologics, Inc.

Healthcare
12.1K
New
$15.44 - $20.61 $187K - $249K
12.1K $240K
MTH
Meritage Homes Corp

Consumer Cyclical
3.38K
New
$69.41 - $152.01 $235K - $514K
3.38K $239K
BERY
Berry Global Group, Inc.

Consumer Cyclical
3.43K
New
$64.35 - $73.03 $221K - $250K
3.43K $239K
SHV
Ishares Tr

ETFs
2.09K
+ 10.33%
$110.11 - $110.51 $230K - $231K
22.3K $2.46M
Activity Summary
Buys All Purchases 453 New Holdings 91 Increased Positions 362 Sells All Sells 1068 Reductions 1068 Sold out 0 Options Calls 0 Puts 0
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